Defined Contribution

Retiring with S&P STRIDE

The S&P Shift To Retirement Income and Decumulation (STRIDE) Index Series represents a life cycle, rules-based transition from growth assets to a hedged stream of inflation-adjusted retirement income. This new generation of retirement plan indices is intended to measure the risks and rewards accruing to a specific strategy of shifting from growth assets to an expected, inflation-adjusted simulated retirement income stream. The series was created in response to the need for indices that can benchmark investment strategies that transition from asset growth to income generation. The asset allocation for each index in the series is based on a predetermined life cycle glide path and each index is fully investable, with varying levels of exposure to equities, nominal fixed income securities, and inflation-adjusted bonds.